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Original file line number Diff line number Diff line change
Expand Up @@ -32,9 +32,5 @@ and enable :guilabel:`Cash on Delivery`. The **Cash on Delivery** payment provid
enabled and published. To edit the default instructions shown to customers, :ref:`access the payment
provider form <payment_providers/supported_providers>` and go to the :guilabel:`Messages` tab.

.. note::
This method is only available at checkout for customers who select a delivery method with the
:guilabel:`Cash on Delivery` feature enabled.

.. seealso::
:doc:`../payment_providers`
Original file line number Diff line number Diff line change
Expand Up @@ -5,9 +5,9 @@ Delivery methods
================

In Odoo, *delivery methods* make it possible to calculate shipping costs directly on sales orders
and e-commerce carts, providing customers and sales teams with accurate shipping fee information.
This transparency helps close sales by showing customers the exact cost for each shipping carrier or
delivery timeframe.
and :doc:`e-commerce </applications/websites/ecommerce/shipping>` carts, providing customers and
sales teams with accurate shipping fee information. This transparency helps close sales by showing
customers the exact cost for each shipping carrier or delivery timeframe.

When activated in Odoo, the *Delivery Methods* setting adds the option of calculating the cost of
shipping on sales orders and e-commerce shopping carts.
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -33,7 +33,8 @@ a form to provide details about the shipping provider, including:

- :guilabel:`Delivery Method` (*Required field*): the name of the delivery method (e.g. `flat-rate
shipping`, `same day delivery`, etc.).
- :guilabel:`Website`: configure shipping methods for an **eCommerce** page. Select the applicable
- :guilabel:`Website`: configure shipping methods for an :doc:`e-commerce
</applications/websites/ecommerce/shipping>` page. Select the applicable
website from the drop-down menu, or leave it blank to apply the method to all web pages. This
field only appears when the **eCommerce** app is enabled.
- :guilabel:`Provider` (*Required field*): choose the delivery service, like FedEx, if using a
Expand Down Expand Up @@ -145,6 +146,8 @@ To restrict shipping to specific destinations on the **eCommerce** website, in t
form, navigate to the :guilabel:`Destination Availability` tab and define the :guilabel:`Countries`,
:guilabel:`States`, and :guilabel:`Zip Prefixes`. Leave these fields empty if all locations apply.

.. _inventory/shipping/calculate-delivery-cost:

Calculate delivery cost
~~~~~~~~~~~~~~~~~~~~~~~

Expand Down
102 changes: 53 additions & 49 deletions content/applications/websites/ecommerce/checkout.rst
Original file line number Diff line number Diff line change
Expand Up @@ -30,11 +30,14 @@ Default add to cart behavior
When clicking the :guilabel:`Add to cart` button, different actions can be triggered. To configure
them, go to :menuselection:`Website --> Configuration --> Settings`, scroll down to the
:guilabel:`eCommerce` section, and select one of the following options for the :guilabel:`Add to
cart` feature:
Cart` feature:

- :guilabel:`Stay on Product Page`: The customer can choose if they want to :guilabel:`Add to cart`
and continue shopping or :guilabel:`Go to the Checkout`.
- :guilabel:`Go to cart`: The customer is immediately redirected to the cart.
- :guilabel:`Stay on Product Page`: The customer remains on the product page after adding a product
to the cart. If the added product has linked :ref:`optional products
<ecommerce/products/cross_upselling>`, the customer can choose between :guilabel:`Add to cart` (to
stay on the product page) and :guilabel:`Go to Checkout` :icon:`fa-chevron-right` (to be
redirected to the cart).
- :guilabel:`Go to cart`: The customer is redirected to the cart immediately.

.. _ecommerce/checkout/prevent-sale:

Expand All @@ -48,55 +51,47 @@ redirects users to the default contact form.
Removing the ability to add products to the cart is often used by businesses that want to display
an online catalog but cannot share prices publicly (e.g., to offer custom or variable pricing).

To display the :guilabel:`Contact Us` button and a note saying `Not Available For Sale` , you need
to :ref:`hide prices <ecommerce/prices/hide-prices>` on the product page. When the customer clicks
the :guilabel:`Contact Us` button, they are redirected to the contact form where the
:guilabel:`Subject` field is already auto-filled with the requested product's name.

.. image:: checkout/cart-contact-us.png
:alt: Contact us button on product page

.. note::
The :guilabel:`Contact Us` button label, URL, and the *Not Available For Sale* text beneath the
product title and description can be modified on the product's page while in :guilabel:`Edit`
mode.
To display the :guilabel:`Contact Us` button, you need to :ref:`hide prices
<ecommerce/prices/hide-prices>` on the product page. When the customer clicks the :guilabel:`Contact
Us` button, by default, they are redirected to the contact form where the :guilabel:`Subject` field
is already auto-filled with the requested product's name.

Additional add to cart buttons
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

You can add additional :guilabel:`Add to Cart` buttons and link them to specific products on any
website page.

To add them, open the website editor and place the :guilabel:`Add to Cart Button` inner content
building block. Once placed, click the button, scroll to the :guilabel:`Add to Cart Button` section,
and configure the following:
website page. To add them, open the website editor and place the :guilabel:`Add to Cart Button`
inner content building block. Once placed, click the button, scroll to the :guilabel:`Add to Cart
Button` section, and configure the following:

- :guilabel:`Product`: Select the product to link the button with.
- :guilabel:`Action`: Choose if it should be an :guilabel:`Add to Cart` or :ref:`Buy Now
- :guilabel:`Action`: Choose whether to use an :guilabel:`Add to Cart` or :ref:`Buy Now
<ecommerce/checkout/buy-now>` button.

.. note::
- If the product has variants, either choose one or leave the option on :guilabel:`Visitor's
Choice`, which prompts the customer to select a variant and then :guilabel:`Add to Cart` and
continue shopping or :guilabel:`Go to Checkout`.
- The default :guilabel:`Add to Cart` button does not offer those options, but its label can be
- If the product has variants, either choose one or leave the option set to :guilabel:`Visitor's
Choice`, which prompts the customer to select a variant before choosing to :guilabel:`Add to
cart` and continue shopping or to :guilabel:`Go to Checkout`.
- The default :guilabel:`Add to cart` button does not offer those options, but its label can be
changed.

.. tip::
In the website editor, it is also possible to show or hide the :icon:`fa-shopping-cart`
(:guilabel:`cart`) icon in the page's header. Click the header and then the
:icon:`fa-shopping-cart` (:guilabel:`cart`) button next to the :guilabel:`Show Empty` option
under the :guilabel:`Style` tab.
(:guilabel:`cart`) icon in the page's header. To do so, click the header, go to the
:guilabel:`Style`, navigate to the :guilabel:`Show/Hide Elements` section, and toggle the
:icon:`fa-shopping-cart` (:guilabel:`cart`) button next to the :guilabel:`Show Empty` option. If
it is not enabled, the cart icon appears only when an item is added to the cart. The number of
items in the cart is also displayed next to the icon.

.. _ecommerce/checkout/buy-now:

Buy now
-------

To let customers choose to go to the :ref:`Order summary <ecommerce/checkout/review_order>` step
directly, you can add an additional :guilabel:`Buy now` button. To do so, go to any product's page,
open the website editor, go to the :guilabel:`Style` tab, and click the :icon:`fa-bolt`
:guilabel:`Buy Now` button next to the :guilabel:`Purchase Options`.
To let customers choose to go directly to the :ref:`Order summary <ecommerce/checkout/review_order>`
step, add an additional :guilabel:`Buy now` button. To do so, go to any product's page, open the
website editor, go to the :guilabel:`Style` tab, and click the :icon:`fa-bolt` :guilabel:`Buy Now`
button next to the :guilabel:`Purchase Options`.

.. image:: checkout/cart-buy-now.png
:alt: Buy now button
Expand All @@ -112,7 +107,7 @@ Customers can reorder items from a previous sales order:
selected order are automatically added to the cart, and customers can then :guilabel:`Remove` any
items they don't want to reorder.

.. image:: checkout/order-again-button.png
.. image:: checkout/order-again.png
:alt: Reorder button

- from the cart, by clicking :guilabel:`Quick reorder` at the :ref:`Order summary step
Expand All @@ -127,11 +122,11 @@ Customers can reorder items from a previous sales order:
Checkout steps
==============

During the checkout process, customers are taken through the following steps:
During checkout, customers are taken through the following steps:

- :ref:`Order summary <ecommerce/checkout/review_order>`
- :ref:`Address and delivery <ecommerce/checkout/delivery>`
- :ref:`Extra info (if enabled) <ecommerce/checkout/extra_step>`
- :ref:`Address <ecommerce/checkout/delivery>`
- :ref:`Extra Info (if enabled) <ecommerce/checkout/extra_step>`
- :ref:`Payment <ecommerce/checkout/payment>`
- :ref:`Order confirmation <ecommerce/checkout/order_confirmation>`

Expand All @@ -156,20 +151,21 @@ Order summary

The :guilabel:`Order summary` step allows customers to see the items they added to their cart,
adjust quantities, :guilabel:`Remove` products, and :ref:`reorder products from a previous order
<ecommerce/checkout/reorder>`. Information related to the product prices and taxes applied are also
displayed. Customers can then click the :guilabel:`Checkout` button to continue to the :ref:`Address
and delivery <ecommerce/checkout/delivery>` step.
<ecommerce/checkout/reorder>`. Information on product prices and the taxes applied is also
displayed. Customers can then click the :guilabel:`Checkout` :icon:`fa-chevron-right` button to
continue to the :ref:`Address <ecommerce/checkout/delivery>` step.

Open the website editor to :ref:`enable <ecommerce/checkout/customize_steps>` checkout options such
as:

- :guilabel:`Suggested Accessories`: to showcase :ref:`accessory products
<ecommerce/products/cross_upselling>`;
- :guilabel:`Promo Code`: to allow customers to redeem :ref:`gift cards <ewallet_gift/gift-cards>`
or apply :doc:`discount codes <../../sales/sales/products_prices/loyalty_discount>`;
and apply :doc:`discount codes <../../sales/sales/products_prices/loyalty_discount>` or
:ref:`promotional codes <ecommerce/prices/promotional-code>`;
- :guilabel:`Add to Wishlist`: :ref:`Enable wishlists
<ecommerce/products/additional_features/wishlists>` to allow signed-in users to remove a product
from their cart and add it to their wishlist using the :guilabel:`Save for later` option.
from their cart and add it to their wishlist using the :guilabel:`Save for Later` option.

.. note::
- If a :doc:`fiscal position <../../finance/accounting/taxes/fiscal_positions>` is detected
Expand All @@ -181,13 +177,13 @@ as:

.. _ecommerce/checkout/delivery:

Address and delivery
--------------------
Address
-------

Once they have reviewed their order:

- Unsigned-in customers are prompted to :guilabel:`Sign in` or enter their :guilabel:`Email
address`, along with their delivery address and phone details;
- Unsigned-in customers are prompted to :guilabel:`Sign in` or enter their :guilabel:`Name` and
:guilabel:`Email` address, along with their delivery address and phone details;
- Signed-in customers can select the appropriate :guilabel:`Delivery address`.

They can then :doc:`choose a delivery method <shipping>`, select or enter their :guilabel:`Billing
Expand All @@ -201,6 +197,9 @@ addresses are identical), and click :guilabel:`Confirm` to proceed to the next s
to :menuselection:`Website --> Configuration --> Settings`, scroll down to the
:guilabel:`eCommerce` section, enable the :guilabel:`Newsletter` feature, and select a
:guilabel:`Newsletter List`.
- When the :ref:`Pick up in store <ecommerce/shipping/instore-pickup>` delivery method is
selected, the customer can :guilabel:`Choose a pick-up point`, provided several pick-up points
are available.

.. _ecommerce/checkout/extra_step:

Expand All @@ -218,9 +217,14 @@ information through an online form, which is then included in the :ref:`sales or
Payment
-------

At the :guilabel:`Payment` step, customers can :guilabel:`Choose a payment method`, enter their
At the :guilabel:`Payment` step, customers can choose a :guilabel:`Payment method`, enter their
payment details, and click :guilabel:`Pay now`.

.. note::
When the :ref:`Cash on Delivery <payment_providers/inperson_payments/cash_on_delivery>`
payment option is enabled, the customer must click the :guilabel:`Confirm` button and pay upon
delivery.

To make payment methods available to customers, configure and enable one or more :doc:`payment
provider(s) </applications/finance/payment_providers>`. To do so, go to :menuselection:`Website -->
Configuration --> Payment Providers`, :guilabel:`Activate` the relevant payment provider, and
Expand All @@ -234,7 +238,7 @@ Configuration --> Payment Providers`, :guilabel:`Activate` the relevant payment

To display an :ref:`availability <payment_providers/availability>` report for payment providers
and payment methods and help diagnose potential availability issues on the payment form, enable
the :ref:`developer mode <developer-mode>` and click the :icon:`fa-bug` (:guilabel:`bug)` icon.
the :ref:`developer mode <developer-mode>`, and click the :icon:`fa-bug` (:guilabel:`bug)` icon.

Terms and conditions
~~~~~~~~~~~~~~~~~~~~
Expand All @@ -260,7 +264,7 @@ eCommerce --> Gift cards & eWallet` and :doc:`create a gift card and/or eWallet
Order confirmation
------------------

The final step of the checkout process is the :guilabel:`Order confirmation`, which provides a
The final step of the checkout process is the order confirmation page, which provides a
summary of the customer's purchase details. A sales order is automatically created in the backend.
Enable the :ref:`Automatic Invoice <ecommerce/handling/invoices>` setting to automatically send
an invoice to the customer.
Expand Down
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14 changes: 14 additions & 0 deletions content/applications/websites/ecommerce/configuration/prices.rst
Original file line number Diff line number Diff line change
Expand Up @@ -292,11 +292,25 @@ E-commerce promotional code

To offer a discounted pricelist for customers with a specific discount code, access the relevant
:ref:`pricelist form <ecommerce/prices/pricelists>`, go to the :guilabel:`Ecommerce` tab, and add
<<<<<<< 6c912d60b75a318aa12a62c76eddec957760877d
an :guilabel:`E-commerce Promotional Code`, e.g., `SUMMERSALE10%`. Then, go to the :guilabel:`Rules`
tab, click :guilabel:`Add a line`, and :ref:`configure the discount <sales/products/price-rules>`.
When a customer inserts the code during the :ref:`checkout process
<ecommerce/checkout/review_order>`, this discount is granted according to the configuration in the
:guilabel:`Rules` tab.
||||||| 65a597756b01937ee3cdeafd055597a2d63ef15f
an :guilabel:`E-commerce Promotional Code`, e.g., `SUMMERSALE10%`. Then, go to the :guilabel:`Sales
Price` tab, click :guilabel:`Add a line`, and :ref:`configure the discount
<sales/products/price-rules>`. When a customer inserts the code during the :ref:`checkout process
<ecommerce/checkout/review_order>`, this discount is granted according to the :guilabel:`Sales
Price` configuration.
=======
an :guilabel:`E-commerce Promotional Code`, e.g., `SUMMERSALE10%`. Then, go to the :guilabel:`Sales
Prices` tab, click :guilabel:`Add a line`, and :ref:`configure the discount
<sales/products/price-rules>`. When a customer inserts the code during the :ref:`checkout process
<ecommerce/checkout/review_order>`, this discount is granted according to the :guilabel:`Sales
Prices` configuration.
>>>>>>> 2c46f4e66e946c4cb34cacab52006e7c04083df5

.. note::
Make sure that the :ref:`Promo Code <ecommerce/checkout/review_order>` option
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -147,7 +147,8 @@ Toggle the following options on/off to enable or disable features across all pro
backend:

- :ref:`Click & Collect <ecommerce/shipping/instore-pickup>`: Show the order pick-up location
and delivery availability on the product page.
and delivery availability on the product page, and allow customers to select the desired
pick-up point.
- :ref:`Description <ecommerce/products/description>`: Display an e-commerce-specific product
description right under the product name.
- :ref:`Packagings <ecommerce/products/stock-management/packagings>`: Offer different types of
Expand Down
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